“I Help Individuals With Personalized & Unbiased Financial Advisory Service”
Expert Financial advice that focuses on You,
not on selling financial products.
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Why Financial Planning?
Our family is the most important for us, and they are our world. That’s why it’s our responsibility to make them feel secure. A family is considered strong, stable and secure when it is financially comfortable today and tomorrow. For a happy family, financial wellness is a must.
Every family’s financial goals, aspirations and dreams are unique and precious.
“I believe money is a tool, and Financial Planning helps enjoy life today while still planning responsibly for tomorrow.“
Financial Planning can build financial wellness for families. It needs a personalized approach, meticulous Planning, and Financial Advisory Service will help you on that.
An investment based on a financial plan makes you more likely to attain your financial goals.
When it comes to financial planning, the experts’ guide can change your financial future.
FIDUCIARY
I have Fiduciary responsibility. Hence, I put the client's interests ahead of everything else. Trust, Ethics and Integrity are the foundations of client engagement.
APPROACH
My goal is to simplify your financial life. I follow the simplistic approach of awakening a financial planner inside you by guiding you on how to control your behavior and manage the risk.
NO AFFILIATION
I am not affiliated (directly and indirectly) with any Mutual Fund Companies, Insurance Companies or sell you any products. I practice the fee-only financial planning module, where my approach revolves around you.
I Am
Associated With
How do you know if you could benefit from the financial Advisory service of a Certified financial plannerCM?
You may not have the time, energy and desire to plan, manage and monitor your finances actively. You may find it complicated and want help getting started. Here it would help if you had an expert and experienced financial planner. My Financial Advisory Service can help you to take your Financial Future to the next level which focuses on what is the best for you.
Financial Planning Services
Financial Advisory Service based on Financial Planning is a holistic approach to personal finance management. It brings in a 360-degree view of your financial need.
Financial Planning Services includes analyzing your current financial situation, securing all your life financial goals with appropriate Insurance planning, and designing your investments based on your financial goals.
Financial Advisory Service based on Financial Planning can help you in your financial future beyond imagination.
Investment Advisory Services
You might have already started your random investments or be thrilled to start fresh. However, choosing the right investment is the most important step in the investment journey, often ignored. Your portfolio potential to perform in the long-term will depends upon your chosen product and the strategy you plan towards investment.
Financial Advisory Service based on Investment Planning will guide you to choose the right investment based on your risk appetite.
Retirement Planning Services
You may have prepared a detailed financial plan by yourself; however, you may still need expert guidance to fine-tune the same. I offer customized Financial Advisory Service for retirement planning dedicated to someone who is age 50 and above.
Financial Advisory Service based on Retirement Planning will guide you to accomplish your desired goal systematically.
Financial Wellness Session
Financial wellness results from making informed short- and long-term financial decisions that result in optimal health, productivity, and a solid foundation for every stage in life. But why exactly is financial wellness important for an organization? Here are few reasons:
Retirement Planning Services
You may have prepared a detailed financial plan by yourself; however, you may still need expert guidance to fine-tune the same. I offer customized Financial Advisory Service for retirement planning dedicated to someone who is age 50 and above.
Financial Advisory Service based on Retirement Planning will guide you to accomplish your desired goal systematically.
Financial Wellness Session
Financial wellness results from making informed short- and long-term financial decisions that result in optimal health, productivity, and a solid foundation for every stage in life. But why exactly is financial wellness important for an organization? Here are few reasons:
Client's Love
Testimonials from Client's
EXCELLENT46 reviews on
Sakshi Chandraakar4 April 2024Salma has been taking care of my personal finances for over 2 years now & the journey has been very fruitful. Before meeting her I had zero savings & very little investment however, in the last 2 years she has helped me save & invest more than 30% of my revenue. The best part is her approach of goal specific investments. Now, I don't have to worry about my kids education, my travel or even investing in a car or property. I can vouch on Salma's ethics, honesty & commitment to her client's success. My Gratitude to Salma for all the hardwork she puts into building my portfolio so that I can create more wealth & enjoy my life🙏 God bless you Salma! Sakshi Chandraakar Career Branding CoachSuresh Kurma30 March 2024Working with Salma Sony has been an absolute pleasure. She has lot of patience and explained clearly in helping me set up the correct financial goals. She has reviewed my existing portfolio, took the time to understand my needs and provided tailored guidance every step of the way. Prior to meeting her, I believed I had a good understanding of my financial situation. However, her guidance and expertise opened my eyes to new perspectives. Her explanations of my goals and how to achieve them have been invaluable, and I've learned a great deal from her insights. I highly recommend her services to anyone seeking expert financial planning assistance.Shreyansh Deb30 March 2024Salma Sony Ma'am has been instrumental in shaping my personal finance strategy. Her clear and concise advice cuts through the complexity, making the principles of personal finance accessible and understandable. She's not just a problem-solver but a guide who has walked me through each step of my financial journey, helping to craft a practical and actionable plan tailored to my needs. Her approachable and professional demeanour makes the financial planning process less daunting and more empowering. She encourages me to make informed decisions, providing the right amount of guidance without taking control. I wholeheartedly recommend Salma Sony Ma'am to anyone seeking personalised, insightful financial advice.Jayanth Srinivasan2 March 2024It was a pleasure working with Salma on my financial planning. I wish to have a fruitful and long association for many years to come.shubham varshney18 February 2024Salma possesses excellent expertise in personalized financial planning. I approached her to develop an organized financial plan tailored to my life goals and investment needs. She patiently listened to my questions, concerns, and opinions, responding proactively with professionalism and support throughout our interactions. I highly recommend her services.vivek varma10 February 2024I first connected with Salma mam last year for help w.r.t. organizing our finances and have had multiple meetings since then to get a customized financial plan created based on our goals. She was able to answer all our personal finance related queries and the financial plan that she prepared is comprehensive, detailed and gives us a clear roadmap of how we could achieve all our short-term and long-term goals with proper asset allocation for each of them. I would genuinely like to thank her and would definitely recommend her services for anyone looking for a detail-oriented and professional financial advisor.Dushyant JAIN31 January 2024"Salma Ji financial planning wasn't just a number crunching, she is a future architect! Salmajis keen insights & analysis of my retirement goals opened doors I never knew existed, shaping my path to financial security, setting me on a confident path for the future. Highly recommend!"Khaja Safiuddin29 January 2024Salma Sony is knowledgeable, helpful, and always available when I have questions. Her expertise and support has been invaluable. Highly recommend her services if you're looking to get your finances on track.Abdul Haseeb S M29 January 2024The process of goal-oriented financial planning clarified a lot of things about my near and far future. Despite my narrow and unusual requirements, Salma managed to make the best of it and eke out an effective plan to put every paisa to work according to my needs, all while guiding me over multiple sessions through a jargon-filled world of finance and being very patient and helpful.ankur tyagi11 January 2024Salma Sony is country's one of the finest fee only SEBI registered investment advisor. She does not take any decision in a hurry, she understands you and studies your situations deeply and then gives her frank opinion.
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Frequently Asked Questions
Financial Advisory Service will help you plan your finances in the right manner. If you are looking to enjoy life today and secure your financial future then the right time is NOW. Explore Fee only Financial Planning Services.
Fee Only Financial Planning Services is an annual service.
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